KWM
PSTP icon

KFG Wealth Management’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

KFG Wealth Management’s Portfolio PSTP Stock Details PSTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.13M Sell
248,305
-3,704
-1% -$134K 1.03% 18
2026
Q1 		$8.69M Sell
252,009
-268,072
-52% -$9.46M 1.12% 18
2025
Q4 		$18.4M Sell
520,081
-130,575
-20% -$4.57M 2.46% 10
2025
Q3 		$22.6M Buy
650,656
+50,785
+8% +$1.73M 3.27% 8
2025
Q2 		$20M Buy
599,871
+21,407
+4% +$682K 3.22% 7
2025
Q1 		$18.2M Buy
578,464
+8,371
+1% +$269K 3.3% 6
2024
Q4 		$18.3M Buy
570,093
+29,578
+5% +$945K 3.41% 7
2024
Q3 		$17M Buy
540,515
+33,236
+7% +$1.02M 3.71% 5
2024
Q2 		$15.5M Buy
507,279
+34,468
+7% +$1.02M 6.13% 2
2024
Q1 		$14M Buy
472,811
+15,824
+3% +$456K 5.73% 3
2023
Q4 		$12.9M Buy
456,987
+49,532
+12% +$1.35M 5.88% 4
2023
Q3 		$10.9M Buy
407,455
+8,718
+2% +$237K 5.9% 3
2023
Q2 		$10.9M Buy
398,737
+59,939
+18% +$1.58M 6.37% 3
2023
Q1 		$8.84M Buy
338,798
+213,275
+170% +$5.44M 6.12% 4
2022
Q4 		$3.12M Buy
+125,523
New +$3.1M 3.19% 8

Other funds holding PSTP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

KFG Wealth Management's PSTP Position: Q2 2026 in Review

KFG Wealth Management reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 1.5% in Q2 2026, selling an estimated $134K and leaving 248,305 shares worth $9.13M. The position accounts for 1.03% of the portfolio, ranked #18.

KFG Wealth Management first reported a position in PSTP in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.6M in Q3 2025. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • KFG Wealth Management held 248,305 shares of Innovator Power Buffer Step-Up Strategy ETF worth $9.13M as of Q2 2026.
  • KFG Wealth Management sold 3,704 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $134K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 1.03% of KFG Wealth Management's portfolio in Q2 2026, its #18 holding.
  • KFG Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $22.6M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.